a16z 联合创始人 Ben Horowitz 称，OpenAI 和 Anthropic 的产品是智能，而智能位于每项业务之下，投资组合里几乎没有什么资产不被这两家公司威胁。Chamath 补充说，AI 领域可投资的标的不多，想押注 AI 除了这两家公司别无选择，因此它们将拿走绝大部分关注。内容出自 All-In Podcast 的 YouTube 视频。
Almost no public company sits outside the path of OpenAI and Anthropic. Their product is intelligence, and intelligence sits under every business.
"Whatever you're holding in the equity markets, whatever you're holding, open AI and anthropic are threats to that. Almost like there's almost nothing that you can hold in a portfolio that those two companies don't threaten."
- Ben Horowitz, co-founder Andreessen Horowitz (a16z)
"there is not much other investable stuff in AI to be long AI other than those two companies and so they'll get the lion share of the of the interest."
- Chamath
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Full video on "All-In Podcast" YouTube channel, (link in comment)
来源：Rohan Paul · x.com